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UBS Financial Services Associate Fixed Income Investment Specialist in Chicago, Illinois

Associate Fixed Income Investment Specialist

United States - Illinois

Marketing and Communications, Sales, Strategy

Asset Management

Job Reference #:




Job Type:

Full Time

Your role:

-Analyse, evaluate, and facilitate client opportunities & defenses

-Ensure our sales and distribution teams have the information they need

-Owning, maintaining and ensuring high quality and timely preparation of a suite of marketing materials and reports (such as sales and aftersales material, RFPs)

-Support in collaborating with sales and marketing professionals on client, consultant, product development and new business marketing efforts and with colleagues across the business in cross selling initiatives.

-Direct involvement in client servicing and reporting, including working on investment commentary and client communication.

-Playing a key role in supporting new business efforts and preparation of materials for new pitches with data and market analysis

Your team:

UBS AM seeks to recruit an investment professional with fixed income product experience and client service skills to serve as a Fixed Income Investment Specialist. In total, the UBS Fixed Income team manages in excess of USD $150 billion in assets (excluding money markets) for investors globally. The firm’s fixed income capabilities include multi-sector, short duration, structured credit, emerging market debt and high yield. These capabilities are combined to create country, regional and global strategies with a wide range of benchmarks that are available through a variety of investment vehicles to retail and institutional clients worldwide.

Your expertise:

You are

-Knowledgeable about fixed income instruments and markets

-Ability to engage with team members and colleagues across the different regions and cultures is essential

-Knowledgeable with Excel, VBA or other systems alike to improve and make processes / analysis more efficient and automated

-A good listener with excellent implementation skills

-Proactive and eager to learn and an eye for details

-Able to adapt to changing circumstances and high workloads with short timelines

You have

-Understanding of relevant investment concepts and challenges

-Understanding of wholesale and institutional client product trends and markets

-Good knowledge of fixed income markets and products

-A team player with high ethical and quality standards

-Technical proficiency in order to provide data analysis and support – familiarity with the asset class and bond maths, ability to work with our systems (e.g. YODA, PRIMA) and external systems, fulfill factsheet, data requests and performance attribution deliverables

-Strong skills with document preparation – such as PowerPoint, Excel and VBA to help the team streamline processes

-Strong attention to detail and written English skills

-Administration skills – organisation skills, ability to support others and perform team administration tasks to include legal and compliance approvals, business reporting etc.


About us:

Expert advice. Wealth management. Investment banking. Asset management. Retail banking in Switzerland. And all the support functions. That's what we do. And we do it for private and institutional clients as well as corporations around the world.

We are about 60,000 employees in all major financial centers, in more than 50 countries. Do you want to be one of us?

Join us:

We're a truly global, collaborative and friendly group of people. Having a diverse, inclusive and respectful workplace is important to us. And we support your career development, internal mobility and work-life balance. If this sounds interesting, apply now.

Disclaimer / Policy Statements:

UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.